Service Delivery Manager
Clearwater Analytics is the fintech platform trusted by the world's largest investment managers, insurers, and asset owners to power their investment accounting and reporting. As a Service Delivery Manager, you'll be the trusted advisor our clients rely on — solving complex portfolio accounting challenges, building lasting relationships, and helping clients get the most out of our platform every day.
This is a high-visibility client-facing role with real ownership: you'll manage the full client relationship lifecycle, from daily support to strategic engagement, and have a direct hand in driving client satisfaction and retention.
What You'll Do
- Serve as the primary point of contact for a portfolio of clients, from daily users to decision-makers
- Build and expand relationships across client organizations, understanding their evolving business needs
- Drive the Client Engagement Model — leading client health reviews and in-person/remote meetings that increase platform adoption
- Own daily reporting service delivery, ensuring SLAs and quality standards are consistently met
- Lead resolution of service incidents and escalate technical issues as needed
- Train clients on best practices and new product features to maximize their investment operations
- Mentor and support Analysts on the team
Required Skills
- Working knowledge of financial services and investment accounting (NAV calculations, reconciliations, or investment reporting platforms)
- Working knowledge of structured products, derivatives, and fixed-income securities is a plus, but not required
- Proven ability to build and manage client relationships in a professional services or account management capacity
- Self-starter who proactively seeks out solutions in a fast-paced, sometimes ambiguous environment
- Strong documentation and reporting habits, with proficiency in Microsoft Office
Education and Experience
- Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations
- 3+ years of relevant experience
Salary Range
$60,000.00 - $85,000.00
This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
Skills Required
- Working knowledge of financial services and investment accounting.
- Working knowledge of structured products, derivatives, fixed-income securities, etc.
- Self-starter who proactively seeks out solutions and expertise.
- Able to execute in a fast-paced and sometimes ambiguous environment.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
- 3+ years of relevant experience.
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
